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Rosemary A Robinson

Creative Financial Designs, Inc.

Kokomo, IN

Flint, MI

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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-05-18
  • MI RA
    APPROVED
    Since 2011-05-18

Branch Locations

2704 S Goyer Rd, Kokomo, IN 46902 • United States

5405 Gateway Centre Dr Ste A, Flint, MI 48507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bonnie Smith & Associates Flint MI 01/2011 07/2017
Cfd Investments, Inc Kokomo IN 05/2011 Present
Creative Financial Designs Flint MI 05/2011 Present
Gleaner Financial Corp Flint MI 07/2017 12/2020
Bridge Wealth Management Flint MI 01/2021 Present
  • 01/2011 → 07/2017
    Bonnie Smith & Associates
    Flint, MI
  • 05/2011 → Present
    Cfd Investments, Inc
    Kokomo, IN
  • 05/2011 → Present
    Creative Financial Designs
    Flint, MI
  • 07/2017 → 12/2020
    Gleaner Financial Corp
    Flint, MI
  • 01/2021 → Present
    Bridge Wealth Management
    Flint, MI
Previous Registrations
  • 2009-02-19 → 2010-04-14
    Edward Jones
    Maryland Heights, MO
    St Louis, MO
    Flushing, MI
Other Businesses

Creative Financial Designs Bridge Wealth Management-Para-Planner-Investment related-Flint Michigan-160 hrs/mo

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-18
  • S66 Uniform Combined State Law Examination
    2009-02-18

View on SEC IAPD

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Other Investors

OTTO EVERETT RAY
ROBERT KENNEDY KRETZ
ROBIN GARDNER LEE
KREGG JERROD ROOZE
JUSTIN LEE KEELING
DAVID LARRY DRUMMOND
KENT ALLEN LALONDE
SUE ELLEN ALLBAUGH

Other Offices

CREATIVE FINANCIAL DESIGNS, INC. · KOKOMO, IN
LPL FINANCIAL LLC · KOKOMO, IN
EDWARD JONES · KOKOMO, IN
HARBOUR INVESTMENTS, INC. · Kokomo, IN
SMITH FINANCIAL · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · KOKOMO, IN
BROOKSTONE CAPITAL MANAGEMENT LLC · KOKOMO, IN
MILESTONE ASSET MANAGEMENT, LLC · Kokomo, IN

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